Critics fear ‘disruption’ from private equity in 401(k)s
The US wants to open retirement savings plans to private equity, unlocking a new multi-trillion-dollar market for the sector. The White House calls it much-needed “democratization”; critics say it is a political favor that will leave savers worse off.
The finfluencer revolution is unstoppable
In the world of investment advice, a new player has emerged that leaves traditional analysts behind: the finfluencer. A recent study by Vaibhav Lalwani on financial YouTubers in India reveals fascinating insights into how these unregulated advisers influence markets. Insights that institutional investors cannot afford to ignore.
‘In extreme scenario silver could surge to 100 dollars’
After the sharp rise in the gold price, silver is also on the move. Specialists expect further gains, pointing to declining confidence in public finances and fiat money.
‘In extreme scenario silver could surge to 100 dollars’
After the sharp rise in the gold price, silver is also on the move. Specialists expect further gains, pointing to declining confidence in public finances and fiat money.
Private equity in a higher-for-longer world
As interest rates stay elevated, private equity firms must relearn how to create value, with Luxembourg once again in the engine room of global strategy.
The robot central banker
Jerome Powell is facing what may well be the most important speech of his career. This week, at the annual Jackson Hole symposium, the Federal Reserve chair must not only defend his policy, but also the very principle of central bank independence.
Italian coffee icon enters global orbit via Luxembourg
An Italian icon is quietly being reshaped through Luxembourg, as Bialetti’s future comes under the influence of global family capital.
Analysts see even more upside in European banks
Europe’s most boring sector is piping hot. Bank stocks are outpacing the S&P500 for the fifth straight year, defying recession fears and fading rate tailwinds. Banking analysts at Schroders and JPMorgan still see room for more gains.
Transfers: Flow Traders, Blackrock
This week’s overview of people transfers and appointments includes updates from Flow Traders and Blackrock.
When the index calls the shots
Vanguard now owns more shares in MicroStrategy than its founder despite publicly dismissing crypto as speculative. The irony is hard to miss, but the real lesson is that so-called passive investing is becoming anything but passive.